I am the Founder and Financial Advisor at RFB Financial Strategies, where I take pride in managing the overall day-to-day operations of the practice. My role extends beyond just administration; I mentor junior advisors, perform client meetings, manage a diverse book of business, and create and implement strategies tailored to pursue each client's unique financial planning needs. My journey in the financial services industry spans over 15 years, with a rich tapestry of experiences at multiple Fortune 500 companies. These experiences laid the groundwork for my decision to establish my own practice in December 2016, culminating in the founding of RFB Financial Strategies in the spring of 2019. Most recently, in October 2023, I transitioned my practice to Prudential Advisors.
I hold a B.S. in Business Administration with a Minor in Legal Studies from Mount Aloysius College, graduating in 2008. During my college years, I was a 4-year starting 2nd baseman and made the AMCC All-Academic team as a senior. My professional credentials include obtaining the Life, Health, and Accident license in 2009, as well as the Series 7, 63, and 66 securities licenses. My commitment to providing a high level of advice and service to my clients is unwavering. I embarked on this career path to make financial guidance and literacy more accessible to the mass market. Over the years, I have grown my practice from serving the local community to expanding across the country, now serving clients in 13 different states.
My dedication to my hometown is evident through the countless hours I've devoted to my community. During high school and college, I coached and umpired at the Greater Johnstown Youth League. From 2010 to 2023, I managed Delweld's colt baseball franchise, and from 2013 to 2015, I was part of the Johnstown High School baseball coaching staff. Currently, I serve as a mentor to Business students at Mount Aloysius and am on the Advisory Board for the Business department there. Additionally, I sit on the Board of Governors at Ligonier Country Club.
I reside in Hidden Valley, PA, with my girlfriend, Chase, my daughter, Zarra, and our dog, Guinness. In my spare time, I relish spending time with my family, traveling, golfing, skiing, cheering on Pittsburgh sports, and attending Zarra's sports and extracurricular activities.